How Accounting Firms Can Stay Ahead of BSA/AML Expectations Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.

Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks. #Accounting #InternalControls #ITSecurity #RiskManagement #BSA #AML #Finance #CPAFirm #Compliance https://ow.ly/grsq50YAZZq

Fraud Vigilance is a Team Sport Now: What to Learn with AI Fraud has always required more than one set of eyes. Now you have the infrastructure to make that possible at scale.

Fraud has always required more than one set of eyes. Now you have the infrastructure to make that possible at scale. - https://ow.ly/33J650YAsRH #FraudPrevention #Accounting #AI #Teamwork #CPAFirm #TaxProfessionals #Audit #FinTech

CPA Firm for small business

All-in-One Financial Partners: Howard, Howard and Hodges is your full-service CPA firm for small businesses—offering tax planning, bookkeeping, payroll, and strategic guidance under one roof.

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Best CPA firms for small business: These CPA Firms Helped Small Biz Owners Retire Early—Here’s How - Finance with Tapos Kumar Best cpa firms for small business. These CPA firms cut costs, dodge audits, and boost profits. Don’t miss the list!

The best #CPA firms do more than fill forms. They structure income, manage tax strategy, plan exit paths and that’s how small business owners made early retirement possible. Find the firms that deliver.
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Does your #CPAfirm make the grade on its' use of #AI? How about detecting #scams? How about #techsprawl? Let our global potato firm help place you in the top tier of CPA firms when it comes to potato protection.
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AI scams create an opportunity for accountants Accountants need to navigate the double-edged sword of artificial intelligence with smart payment platforms.

Does your #CPAfirm make the grade on its' use of #AI? How about detecting #scams? How about #techsprawl? Let our global cyber firm help place you in the top tier of CPA firms when it comes to cyber protection.
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What is a CPA firm?: What They Are, What They Do, and Why You Need One! - Finance with Tapos Kumar What is a CPA Firm? What they are, what they do, and why they’re essential for your business's growth. Dive in now!

What is a #CPAfirm?
👍They don’t just crunch numbers.
👍They help businesses grow.
👍They protect you from costly mistakes.

Here’s why you might need one 👇
👉 financeideas.org/what-is-a-cp...

Dean Dorton President Announces Retirement, Successor Named Lexington, Ky.-based IPA 100 firm Dean Dorton (FY24 net revenue of $98.51 million) has announced that longtime president and CEO David Bundy will retire at the end of 2025. He will be succeeded by Jason Miller, who will take over as president and CEO effective Jan. 1, 2026.  Bundy, who has led the firm since […] The post Dean Dorton President Announces Retirement, Successor Named appeared first on Inside Public Accounting.

IPA: #accountant #CPAfirm #accounting #tax #CPA

Elevate Announces Strategic Partnership with TYS Advisors Los Angeles-based Elevate LLC, an investor-backed platform for accounting, tax and advisory firms, has made a strategic investment in TYS Advisors LLC, the non-attest business of TYS LLP, effective Aug. 1. The deal marks the official launch of Elevate’s national growth strategy.  With offices in Walnut Creek, Calif., and Rochester, N.Y., TYS is a well-regarded […] The post Elevate Announces Strategic Partnership with TYS Advisors appeared first on Inside Public Accounting.

IPA: #CPAfirm #CPA #accountant #tax #accounting

Smith + Howard Expands Southeastern U.S. Presence with Acquisition of Horton, Lee & Burnett Atlanta-based IPA 100 firm Smith + Howard (FY24 net revenue of $74.2 million) has acquired Horton Lee & Burnett, a Birmingham, Ala.-based accounting and consulting firm. The move marks Smith + Howard’s entry into Alabama and expands its footprint across the Southeastern U.S. “This acquisition aligns with our strategy to combine organic growth with targeted […] The post Smith + Howard Expands Southeastern U.S. Presence with Acquisition of Horton, Lee & Burnett appeared first on Inside Public Accounting.

News: IPA: #CPA #accounting #accountant #CPAfirm #tax

Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates Westwood, N.J.-based Modera Wealth Management has announced a transaction with Ferrentino & Associates, a New Jersey-based accounting firm specializing in tax planning, preparation and consulting services for high-net-worth individuals, small business owners, estates and trusts. The move expands Modera’s in-house tax capabilities and strengthens its national presence. As part of the deal, Gary Ferrentino, founder […] The post Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates appeared first on Inside Public Accounting.

News: IPA: #CPA #accountant #CPAfirm #tax #accounting

Mauldin & Jenkins Admits Seven New Partners Atlanta-based IPA 100 firm Mauldin & Jenkins LLC (FY24 net revenue of $120.64 million) has admitted seven professionals to partner, effective Sept. 1. “These promotions recognize the professionals who embody the values and vision of Mauldin & Jenkins,” said Hanson Borders, MP. “Each of our new partners has demonstrated impressive technical skill and a strong […] The post Mauldin & Jenkins Admits Seven New Partners appeared first on Inside Public Accounting.

News: IPA: #CPA #CPAfirm #accounting #accountant #tax

Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA New York-based IPA 100 firm Citrin Cooperman (FY24 net revenue of $871 million) has entered into an agreement to acquire substantially all the assets of Chicago-based IPA 200 firm ORBA (FY24 net revenue of $48.97 million). The transaction, expected to close in October 2025, expands Citrin Cooperman’s footprint in the Midwest and adds offices in […] The post Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA appeared first on Inside Public Accounting.

News: IPA: #CPAfirm #CPA #tax #accountant #accounting

John Knox Joins PYA as Tax Principal Knoxville, Tenn.-based IPA 100 firm PYA (FY24 net revenue of $74.31 million) has admitted John Knox as tax principal.  With more than 12 years of experience, Knox provides strategic tax planning, consulting, compliance, income tax provision and audit services for clients across industries including investment management, private equity, health care, energy, consumer and industrial products, […] The post John Knox Joins PYA as Tax Principal appeared first on Inside Public Accounting.

News: IPA: #tax #accountant #accounting #CPAfirm #CPA

Smolin Welcomes Don Logan as New Chief Information Officer Parsippany, N.J.-based IPA 200 firm Smolin Lupin & Co. LLC (FY25 net revenue of $33.45 million) has appointed Don Logan as its new Chief Information Officer (CIO). With over 25 years of experience leading enterprise technology strategy, digital transformation, and cybersecurity initiatives, Logan brings a visionary and results-driven approach to Smolin’s leadership team. Throughout his […] The post Smolin Welcomes Don Logan as New Chief Information Officer appeared first on Inside Public Accounting.

News: IPA: #tax #accountant #accounting #CPA #CPAfirm

Smith + Howard Expands Southeastern U.S. Presence with Acquisition of Horton, Lee & Burnett Atlanta-based IPA 100 firm Smith + Howard (FY24 net revenue of $74.2 million) has acquired Horton Lee & Burnett, a Birmingham, Ala.-based accounting and consulting firm. The move marks Smith + Howard’s entry into Alabama and expands its footprint across the Southeastern U.S. “This acquisition aligns with our strategy to combine organic growth with targeted […] The post Smith + Howard Expands Southeastern U.S. Presence with Acquisition of Horton, Lee & Burnett appeared first on Inside Public Accounting.

IPA: #accountant #accounting #CPAfirm #tax #CPA

Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates Westwood, N.J.-based Modera Wealth Management has announced a transaction with Ferrentino & Associates, a New Jersey-based accounting firm specializing in tax planning, preparation and consulting services for high-net-worth individuals, small business owners, estates and trusts. The move expands Modera’s in-house tax capabilities and strengthens its national presence. As part of the deal, Gary Ferrentino, founder […] The post Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates appeared first on Inside Public Accounting.

IPA: #accounting #accountant #CPAfirm #tax #CPA

Washington Joins CohnReznick as Financial Sponsors and Financial Services Partner New York-based IPA 100 firm CohnReznick (FY25 net revenue $1.15 billion) announced that Somer Washington has joined as a partner in the financial sponsors and financial services practice. Based in Dallas, Washington has two decades of accounting, auditing and alternative investment experience.   Washington provides audit and attestation services to the private equity and private credit industries with […] The post Washington Joins CohnReznick as Financial Sponsors and Financial Services Partner appeared first on Inside Public Accounting.

News: IPA: #tax #CPA #CPAfirm #accountant #accounting

Mauldin & Jenkins Admits Seven New Partners Atlanta-based IPA 100 firm Mauldin & Jenkins LLC (FY24 net revenue of $120.64 million) has admitted seven professionals to partner, effective Sept. 1. “These promotions recognize the professionals who embody the values and vision of Mauldin & Jenkins,” said Hanson Borders, MP. “Each of our new partners has demonstrated impressive technical skill and a strong […] The post Mauldin & Jenkins Admits Seven New Partners appeared first on Inside Public Accounting.

IPA: #CPAfirm #accountant #accounting #tax #CPA

Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA New York-based IPA 100 firm Citrin Cooperman (FY24 net revenue of $871 million) has entered into an agreement to acquire substantially all the assets of Chicago-based IPA 200 firm ORBA (FY24 net revenue of $48.97 million). The transaction, expected to close in October 2025, expands Citrin Cooperman’s footprint in the Midwest and adds offices in […] The post Citrin Cooperman Expands Midwest Presence with Acquisition of ORBA appeared first on Inside Public Accounting.

IPA: #accounting #accountant #tax #CPAfirm #CPA

John Knox Joins PYA as Tax Principal Knoxville, Tenn.-based IPA 100 firm PYA (FY24 net revenue of $74.31 million) has admitted John Knox as tax principal.  With more than 12 years of experience, Knox provides strategic tax planning, consulting, compliance, income tax provision and audit services for clients across industries including investment management, private equity, health care, energy, consumer and industrial products, […] The post John Knox Joins PYA as Tax Principal appeared first on Inside Public Accounting.

IPA: #CPA #CPAfirm #accountant #tax #accounting

Smolin Welcomes Don Logan as New Chief Information Officer Parsippany, N.J.-based IPA 200 firm Smolin Lupin & Co. LLC (FY25 net revenue of $33.45 million) has appointed Don Logan as its new Chief Information Officer (CIO). With over 25 years of experience leading enterprise technology strategy, digital transformation, and cybersecurity initiatives, Logan brings a visionary and results-driven approach to Smolin’s leadership team. Throughout his […] The post Smolin Welcomes Don Logan as New Chief Information Officer appeared first on Inside Public Accounting.

IPA: #accounting #accountant #tax #CPA #CPAfirm

FASB Appoints New Member to Its Emerging Issues Task Force Financial Accounting Standards Board (FASB) Chair Richard R. Jones announced the appointment of KPMG Chief Accountant Angie Storm to the emerging issues task force (EITF).  “I am pleased to welcome Angie Storm to the EITF,” stated Jones. “Angie brings to the table extensive technical accounting experience and an important perspective that will enhance our discussions […] The post FASB Appoints New Member to Its Emerging Issues Task Force appeared first on Inside Public Accounting.

News: IPA: #CPA #accounting #accountant #tax #CPAfirm

Washington Joins CohnReznick as Financial Sponsors and Financial Services Partner New York-based IPA 100 firm CohnReznick (FY25 net revenue $1.15 billion) announced that Somer Washington has joined as a partner in the financial sponsors and financial services practice. Based in Dallas, Washington has two decades of accounting, auditing and alternative investment experience.   Washington provides audit and attestation services to the private equity and private credit industries with […] The post Washington Joins CohnReznick as Financial Sponsors and Financial Services Partner appeared first on Inside Public Accounting.

IPA: #CPA #accountant #CPAfirm #accounting #tax

FASB Appoints New Member to Its Emerging Issues Task Force Financial Accounting Standards Board (FASB) Chair Richard R. Jones announced the appointment of KPMG Chief Accountant Angie Storm to the emerging issues task force (EITF).  “I am pleased to welcome Angie Storm to the EITF,” stated Jones. “Angie brings to the table extensive technical accounting experience and an important perspective that will enhance our discussions […] The post FASB Appoints New Member to Its Emerging Issues Task Force appeared first on Inside Public Accounting.

IPA: #CPA #accountant #accounting #tax #CPAfirm

Grant Thornton Announces New Partners and Managing Directors Chicago-based IPA 100 firm Grant Thornton (FY24 net revenue of $2.4 billion) has admitted 51 new partners and 40 managing directors.  The majority of these appointments and promotions are effective August 1, with a select group having been promoted earlier in the year in March.  Jim Peko, CEO of Grant Thornton Advisors LLC, expressed confidence in the […] The post Grant Thornton Announces New Partners and Managing Directors appeared first on Inside Public Accounting.

News: IPA: #accounting #CPA #accountant #tax #CPAfirm

CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services Cleveland-based IPA 100 firm CBIZ (FY24 net revenue of $2.9 billion) announced that it has named Jennifer Hutchins as chief investment officer of CBIZ Investment Advisory Services LLC (CBIZ IAS), effective August 18.  Hutchins has over 20 years of experience in financial planning, investment analysis and portfolio strategy and is deeply committed to helping individuals and institutions meet […] The post CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services appeared first on Inside Public Accounting.

News: IPA: #accountant #CPA #CPAfirm #accounting #tax

Perspective from the Profession: When Is It Time to Implement a Turnaround Strategy? By Matt Schoenholtz, partner and client advisory services leader at Mowery & Schoenfeld  As accountants, we’re often the first to see when a client’s business is heading toward trouble. Financial statements can reveal shrinking margins, declining cash flow and unhealthy ratios, often long before the client is ready to accept something is wrong. That’s why […] The post Perspective from the Profession: When Is It Time to Implement a Turnaround Strategy? appeared first on Inside Public Accounting.

News: IPA: #CPA #accounting #CPAfirm #accountant #tax

PCAOB Launches Smaller Firm Resource Group The Public Company Accounting Oversight Board (PCAOB) announced the formation of the Smaller Firm Resource Group, an advisory group of professionals from smaller audit firms.  The Smaller Firm Resource Group will advise PCAOB staff on:  Auditing and related professional practice standards.  Inspections and related activities.  Economic considerations, including but not limited to costs and benefits […] The post PCAOB Launches Smaller Firm Resource Group appeared first on Inside Public Accounting.

News: IPA: #accountant #CPAfirm #accounting #CPA #tax

Cabrillo Advisors Joins Crete Professionals Alliance San Diego-based Cabrillo Advisors, a nationally recognized leader in valuation and financial advisory services to clients across the United States, Europe and Asia, announced it has joined Crete Professionals Alliance. With more than 20 firms coast to coast, the Crete network provides tax, audits, bookkeeping and more which will enhance Cabrillo’s ability to deliver even greater […] The post Cabrillo Advisors Joins Crete Professionals Alliance appeared first on Inside Public Accounting.

News: IPA: #tax #accounting #accountant #CPAfirm #CPA